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Markets · hover a price to see its last 90 days, click it for 24 months
Commodities · last close
Paraphrased from the sources named under each point. Details and links are in Sections 1–3.
Buy-side signals per ticker in Section 1, from analysts and tracked investors.
Change in the last session, with the reason reported. Hover a bar for details.
From his Visser Labs YouTube channel, podcast appearances and Substack, newest first. Paraphrased from the write-ups linked; refreshed every run.
| Date | Where | Title | What he said (paraphrased) | Calls | Source |
|---|
Upgrades, buy-rated initiations, target changes on buy ratings and investor buys in this edition's coverage window (top of page); older items appear only as dated context. Sorted by how many sources back the ticker, then confirmed calls before single-source ones, then rating changes before target changes, then newest. Implied upside is the target divided by the latest close, minus one.
| Date | Ticker | Company | Source | Type | Action | Rating | Target | Close | Implied upside | Thesis (paraphrased) | Verification | Link |
|---|
Type A is an analyst rating action, C an investor's stated view, D a regulatory filing. Tracked sources are Goldman Sachs, JPMorgan, Morgan Stanley, BlackRock, Druckenmiller, Tepper, Cooperman and Visser.
Downgrades, target cuts and explicit bearish views in this edition's coverage window. Rating changes come first, then target cuts, then investor views; confirmed calls before single-source ones within each. "Move to target" is the target divided by the latest close, minus one.
| Date | Ticker | Company | Source | Type | Action | Rating | Target | Close | Move to target | Thesis (paraphrased) | Verification | Link |
|---|
2026 performance only: estimated portfolio return over the trailing quarter (about 90 days) to the provider's latest update, from Equibles. It scores 41 current members with enough disclosures. Hover for each lead over the S&P 500 ETF (SPY); click a name to see the companies they traded.
No tracker has published a 2026 year-to-date ranking yet; Unusual Whales and Quiver Quantitative publish full-year rankings each January. Returns are estimates from range-based STOCK Act disclosures.
| Traded | Ticker | Company | Buy or sell | Amount range | Filed | Source |
|---|
Newest first, as the trackers list them. Amounts are the official ranges; some members file months late.
The most recent filings found this run across Congress and the White House, plus Nancy Pelosi's newest. Amounts are the official ranges. A ranked member's own trades are in the panel above.
| Official | Role | Party–state | Ticker | Asset | Buy or sell | Amount range | Traded | Disclosed | Days to disclose | Source |
|---|
Tickers in the newest filings or in tracked members' trades that also appear in the buy or downgrade lists.
Executive-branch disclosures (OGE Form 278-T).
Executive-branch trades found in a run appear in the trades table. These reports give each trade in wide value bands and do not show who placed it.
No recognized provider publishes performance figures for White House officials or staff, so they are listed by trade rather than ranked.
Government decisions, M&A, deals, IPO filings and results that bear on publicly traded companies or announced IPOs. "Impact" is our reading of the direct effect on the companies named, based on the reporting linked; it is not a forecast. WSJ, FT and Bloomberg stories appear through outlets that cite them, since the originals are paywalled.
| Date | Type | Headline | Detail | Companies | Impact | Source |
|---|
Companies whose core business is AI chips, AI cloud or frontier models, listed since 2024 or with an IPO filing on record, each with a dated signal from a credible source. Listed names come first, then expected IPOs. Implied upside is the newest analyst target divided by the price shown, minus one. This is a watchlist, not a forecast: young listings swing hard, and lock-up expiries add supply. Refreshed every run.
Latest 13F holdings, ownership filings and the newest public views found. 13F filings show US-listed long positions only, up to 45 days after the quarter in the "As of" column. BlackRock's 13F is mostly index funds, so its changes largely reflect index flows; its stock views come from the BlackRock Investment Institute.
| Investor | What | As of | Filed | Detail | Source |
|---|
Scheduled events that could move the names above.
| Date | Event | Detail |
|---|
What was reachable this run, what was left out and how disagreements between sources were settled.
| Source or item | Status | Note |
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Swipe the chart sideways to see every month; it opens on the latest.
| Month | Value | Change vs prior month |
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For informational purposes only; not investment advice. Ratings and targets are the issuing firms' opinions as reported by the outlets linked; nothing here comes from non-public client research.